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Inventory & Stock

Track what you sell and use — by SKU, barcode, and location (outlet or warehouse).

Included in Starter / Standard platform plans (and available as its own product). Existing platform subscribers get access automatically for their current term.

What you get​

CapabilityWhat it does
Catalog itemsName, SKU, optional barcode, unit, cost & selling price, reorder level — create and edit anytime
Outlet onboardingChoose which shops track stock; locations are created only after you confirm
WarehousesAdd warehouses with address, map/location link, area (sq ft), in-charge name and phone
Stock ledgerReceive, issue, adjust (stock count), and transfer between locations
Search & filtersFind items and stock quickly when you have hundreds of SKUs
Low-stock alertsItems at or below reorder level
Scan lookupLookup by barcode or SKU — ready for USB/Bluetooth scanners
Label generatorPreview barcode / QR, export PNG, print sheets with size & copies

How to start​

  1. Open Inventory from the Product Launcher (needs an active Inventory or platform subscription)
  2. Onboard outlets — select the shops that should track stock (nothing is created until you confirm)
  3. Add item with a SKU (and barcode if you already label products)
  4. Use the pencil on a catalog row to edit name, barcode, prices, unit, and reorder level
  5. Optionally Location to add a warehouse (address, map link, sq ft, in-charge)
  6. Move stock → Receive to put opening quantity on a location
  7. Use Scan when a USB scanner is plugged in (keyboard-wedge mode)
  8. Open Labels to preview barcode / QR, Export PNG, or Print labels for stickers
  9. Use search on Items and Stock when your catalog grows
  1. Open Inventory → Labels (or click the QR icon on an item row)
  2. Choose format: Code 128 (any SKU), EAN-13, UPC-A, or QR
  3. Toggle name / SKU / price on the label and pick a size (40×25, 50×30, or 70×40 mm)
  4. Export PNG for sticker software, or Print labels for a multi-copy sheet (set copies and columns)

Keep the encoded value the same as the item’s barcode (or SKU) so Scan finds the product after printing.

Onboarding more outlets later​

If you add a new shop under Outlets, it does not automatically appear in Inventory. Open Inventory and click Onboard outlets to select the new shop when you are ready.

Barcode scanning (hardware later)​

Items store barcode and barcode_type (EAN13, CODE128, UPC, QR, CUSTOM).

  • Today: type or scan into the Scan tab; API POST /vendor-inventory/scan resolves barcode or SKU
  • Movements accept source=BARCODE_SCAN and barcodeScanned so future Billing Desk / POS hardware can post the same ledger without schema changes
  • USB scanners that behave like a keyboard work immediately in the Scan field

Stock movements​

TypeMeaning
ReceiveGoods in (purchase, opening stock)
IssueGoods out (consumption, waste)
AdjustCorrection; optionally set absolute on-hand after a physical count
TransferMove quantity from one location to another
Sale / ReturnReserved for Billing Desk integration

Every movement stores before/after quantity for an auditable trail.

Tips for SMEs​

  • Keep SKU stable; change names freely via Edit catalog
  • Put barcodes on labels even before you buy a scanner — typing still works
  • Set reorder level so the low-stock banner shows what to reorder
  • Use a warehouse when stock sits central and only moves to outlets as needed
  • Onboard only the outlets that actually hold stock — skip ones you do not need yet
  • Outlet products — simple per-outlet sellable list with a single quantity (lighter than full inventory)
  • Dashboard Insights — show outlet, inventory item, warehouse, and customer counts; configure which cards you see
  • Billing Desk — future sales can post SALE movements against inventory items
  • Fund Treasury / Cashflow — money side of purchases; inventory tracks the goods side

Common questions​

Do I need Inventory if I only sell services?
No. Use Appointments and Billing Desk. Add Inventory when you track physical goods, materials, or retail stock.

Will creating an outlet create a stock location?
No. Use Onboard outlets in Inventory when you want that shop to track stock.

Can I hide Inventory cards on the dashboard?
Yes. On the Dashboard, open Configure dashboard and turn cards on or off. Preferences are saved per user.